Divisions request design, video and web work through brief templates made for each service. Requests are assigned by rules and skills, then tracked with comments and private notes until they close with a rating and a survey.
Modules I built
Brief template builderCustom fields for each service.
Assignment rulesRoutes requests by skill and reminds staff about pending work.
TrackingStatuses, comments, private notes, saved views and blocked dates.
Service qualityRatings and surveys on every closed request.
Sign-in & logsPasswordless login codes, plus activity and email logs.
What I did
- Built a brief-template builder with custom fields for each service
- Built skill-based assignment rules and staff reminders
- Added blocked dates, saved views, activity logs and email logs
- Added ratings and surveys to measure the service